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Retirement Planning

Planning for retirement is likely to be the most decisions in your personal finance plans. The Government changes the rules around retirement often. When to retire? How much money will I need? What about my future travel and spending plans? I have older plans, which don’t make sense. What are my options?

 

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Financial Planning

Financial Planning is at the forefront of our advice process here at Assured Wealth. Having an Independent Financial Adviser (IFA) work through and develop your own tailored lifetime cash-flow plan, can allow you to plan effectively for your financial future.

 

 

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Mortgage Advice

The UK mortgage market offers new deals every day. With so many new offers on mortgage rates available and the choice of charges for setting up your deal, choosing the right one can be a minefield. Our advisers run a fully independent mortgage comparison for you, showing you all of the available options.

 

 

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Estate Planning

If you have children under the age of 16, your will should determine who would look after them in the event of your death. This is classed as the guardianship clause within your will.

 

 

 

 

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Retirement Planning

Planning for retirement is one of the most important decisions in your personal finance plans. The Government changes the rules around retirement often. When to retire? How much money will I need? What about my future travel and spending plans? I have older plans, which don’t make sense. 

Read More

Financial Planning

Financial Planning is at the forefront of our advice process here at Assured Wealth. Having an Independent Financial Adviser (IFA) work through and develop your own tailored lifetime cash-flow plan, can allow you to plan effectively for your financial future.

Read More

Retirement saving for the self-employed

A study by the Institute for Fiscal Studies found that only 16% of the UK’s business owners, freelancers and sole traders have a pension.This statis
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UK Government confirms the minimum private pension age to rise to 57 from age 55, in 2028

The UK Government has confirmed the minimum private pension age will increase from 55 to 57 in 2028. It announced the increase back in 2014 but did no
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Why Choose us

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Investment portfolio review

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Cash flow modelling

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Fully Independent

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FCA regulated

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Financial planning

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Estate planning qualified

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Pension transfer specialists

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Occupational pension specialists

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All types of mortgages

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Care fee planning

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Low cost fees

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Corporate planning

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Wealth management

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Retirement planning

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Inheritance tax mitigation

Not sure what's right for you? Let us help you decide.